Prio Wealth Limited Partnership’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Prio Wealth Limited Partnership’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$223K	Hold	1,645	–	–	0.01%	253
2024 Q2	$200K	Hold	1,645	–	–	0.01%	254
2024 Q1	$207K	Buy	+1,645	New	+$194K	0.01%	261
2022 Q2	–	Sell	-1,950	Closed	-$201K	–	266
2022 Q1	$201K	Hold	1,950	–	–	0.01%	260
2021 Q4	$206K	Buy	+1,950	New	+$203K	0.01%	265
2021 Q3	–	Sell	-1,950	Closed	-$200K	–	279
2021 Q2	$200K	Buy	+1,950	New	+$200K	0.01%	277

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Prio Wealth Limited Partnership's XLI Position: Q3 2024 in Review

Prio Wealth Limited Partnership held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2024 at 1,645 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #253.

Prio Wealth Limited Partnership first reported a position in XLI in Q2 2021 and has held it in 6 quarters since. 1,262 funds tracked by Wall St. Rank hold XLI as of Q3 2024.

Prio Wealth Limited Partnership held 1,645 shares of State Street Industrial Select Sector SPDR ETF worth $223K as of Q3 2024.
Prio Wealth Limited Partnership left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2024.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #253 holding.
Prio Wealth Limited Partnership first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2021 and has held it in 6 quarters since.
1,262 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.